If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Position Overview:
This position is responsible for leading the development, maintenance, and delivery of management reporting that supports strategic decision-making across the organization. This role partners closely with Finance leadership and cross-functional stakeholders to provide accurate, insightful, and timely financial analysis and performance reporting. The ideal candidate combines strong technical skills in finance and economics with the ability to communicate complex financial information clearly to both finance and non-finance audiences.
Essential Responsibilities:
- (50 %) Own the preparation and delivery of monthly, quarterly, and annual management reporting packages. Responsible for distributing reporting and communicating with stakeholders.
- (20%) Investigate model performance to determine areas for improvement and coordinate with financial modeling teams to address these
- (10 %) Partner with Accounting, Loan Administration, and other business units to determine reporting needs, gather inputs, and align financial assumptions.
- (10 %) Establish best practices, documentation, and governance for financial reporting
- (10 %) Remain abreast of current macroeconomic environment and communicate potential impacts on credit union activities. Remain abreast of best practices within the industry through publications, membership in professional organizations and contact with other financial institutions.
Required Education & Experience (Knowledge, Skills, & Abilities):
- Bachelor’s degree in Finance, Mathematics, Economics, or a related quantitative field of study will be given first preference in hiring decisions.
- 3+ years of progressive experience in financial risk, financial modeling, or financial reporting.
- Strong understanding of financial statements, forecasting, and performance metrics.
- Proven ability to communicate complex financial concepts clearly and concisely.
- Advanced proficiency in SAS, Python, Excel.
Preferred Education & Experience (Knowledge, Skills, & Abilities):
- Master’s or Doctoral degree in Finance, Accounting, Economics, or a related field.
- Experience managing a team performing financial risk, financial modeling, or financial reporting.
SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
Disclaimer
State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.
Skills Required
- Bachelor's degree in Finance, Mathematics, Economics, or related quantitative field
- 3+ years progressive experience in financial risk, financial modeling, or financial reporting
- Strong understanding of financial statements, forecasting, and performance metrics
- Proven ability to communicate complex financial concepts clearly and concisely
- Advanced proficiency in SAS
- Advanced proficiency in Python
- Advanced proficiency in Excel
- Master's or Doctoral degree in Finance, Accounting, Economics, or related field
- Experience managing a team performing financial risk, modeling, or reporting
SECU Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SECU and has not been reviewed or approved by SECU.
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Retirement Support — Immediate 100% vesting and a 200% employer match on employee 401(k) contributions from 1–5% of pay (up to a 10% employer match) stand out. This level of support is described as unusually rich among financial‑services employers.
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Leave & Time Off Breadth — 11 paid holidays plus 16 floating‑holiday hours, paid parental and caregiver leave, bereavement and volunteer time, and PTO that can reach 32 days per year with carryover up to 280 hours. These provisions provide predictable time off and flexibility across life events.
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Healthcare Strength — Medical (PPO or HDHP) with HSA/FSA options, dental including a minor‑child orthodontia option, and vision are available for employees and eligible dependents. Employer‑paid basic life/AD&D and short‑term disability, with subsidized long‑term disability, add robust income protection.
SECU Insights
What We Do
Even though we're North Carolina's largest credit union, we're still just "people helping people." We currently serve over 2.6 million members through more than 270 branch offices - and growing! Members have 24/7 access to account services from over 1,100 ATMs, as well as via phone, our website, and the SECU Mobile App. Since 1937, we've provided financial services to employees of the State of North Carolina, public boards of education, and employees of associations formed for the benefit of State employees, as well as their immediate family members. We are the trusted provider of financial services for millions of members. And, according to Forbes Magazine, we're the best credit union in North Carolina. State Employees' Credit Union (SECU) is an Equal Housing Opportunity lender and federally insured by NCUA. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law.
